Featured blog posts appear at the beginning of any Blog element formatted with a list style. To create a featured blog post:

1. Go to the Blog element.
2. Select Manage Posts from the element menu.
3. Locate the post in the list and click the edit link.
4. Click the Advanced tab.
5. Click the Is Featured Blog Post box.
6. Click the Save button.

To use a calendar featured image:

1. On the Calendar element Basic tab
   • Select the List or List with Description Style.
     
   • Check the Show Featured Images box.
     
2. Add a new event or edit an existing event on the calendar. On the event detail Images tab, specify the image. You can use one of two methods for a selecting a featured image:
   • Click the Select Existing button and choose an existing featured image.
     
   • Drag the featured image file to the featured image upload area or click the Upload button and browse to the image file.
     
   • If you want the featured image to display in the event list, click the Show in List Views box.

To use thumbnail images on your calendar posts:

1. On the Calendar Element Basic Tab:
   • Format the calendar element with a style of List or List With Description.
     
     
   • Check the Show thumbnail images box.
     
     
2. Add a new event or edit an existing event. On the event detail Images tab, specify the image for the thumbnail. You can use one of two methods for selecting a thumbnail image.
   • Click the Select Existing button and choose an existing thumbnail image.
   • Drag the thumbnail image file to the thumbnail file upload area or click the Upload button and browse to the image thumbnail.
     
     

The blog post featured image lets you specify an image to display prominently at the beginning of a blog post. For a featured image to display, the Featured Image box must be checked on the blog post settings. And you must upload your featured image for the post. To add a featured image to a post.

1. In the post settings, click the Images tab.
2. Specify the image.
   • If you want to select an existing image from the BlogFeaturedImages folder, click the image and then click the Select button.
   • To add a new image, drag the image file to the featured image upload area or click the Upload button and browse to the image. All featured images are stored in the BlogFeaturedImages folder.
     
     
3. Click the Save button.

Note: In order for the featured image to display, you must check the Featured Image box in the blog element settings.

Thumbnail dimension requirements depend on the gallery style you select. For Cropped, Hover Effect, Mosaic, and Mosaic Tight gallery styles you can enter either the width or the height dimension, and the other value will be set automatically to the value you enter so that the resulting thumbnail is square.

For Uncropped and Shadowed gallery styles, you can enter both width and height dimensions. Optionally, you can enter either the width or the height dimension and the other dimension will be automatically calculated.

If you enter both width and height, the system determines the best thumbnail size based on your entries. For example, you enter dimensions for a width of 150 and a height of 100. The dimensions of the image are 1920 x 1080. The system first calculates proportional dimensions based on the maximum width of 150 px. The calculated thumbnail height is 84 px which is less than the entered height of 100. Next the system calculates the dimensions based on the height of 100 px. The calculated width is 178 px. Since this is greater than the maximum width of 150 that you entered, the system uses the 150 x 84 dimension for the thumbnail.

1. Go to the page where you want to add the registration form.
2. Click the Add element button.
3. Click the Login & Register button.
   
   
   
   This adds the Login & Register element to the page.
4. Select Settings from the element toolbar.
   
   
   
   
5. Enter the title for the element and check the box if you want to display the title for the element.
   
   
   
   
6. Select Registration from the Type dropdown menu.
7. Select the role to assign to a user who signs up with the registration form. Normally, you should create a custom role such as "Registered" to assign to registered users.
8. Select the type of registration confirmation message to display
• Modal with Custom HTML—Select this option if you want to display a custom message in a modal when a user completes the registration form. The text editor lets you write the message to display on the modal.
  
  
  
  
• Redirect to Page—Select this option if you want to redirect the visitor to another page. If you select the Redirect to Page option, choose an existing page on your site from the dropdown list. With the redirect method, you should first create a registration confirmation page to which visitors will be redirected after successful registration. Best practice for the confirmation page is to set it as a hidden page so it does not appear on any menus.
  
  
  
  
9. In the Notification Email field, enter the email address where you would like to be notified when a new user registers on the site. Leave the field empty if you do not want to receive email notification when a user registers.
   
   
   

The Email Verification Settings  let you specify information to use for generating an email that is sent to a user when he or she registers on the site.




10. In the Reply to Field, enter the email address to use for the Reply to Email on the registration verification email. If you do not specify an email address then, no-reply@yourdomain.com will be used as the reply to address.
11. In the Subject field, enter the subject to use for the email.
12. The text editor lets you compose the text for the email. You can use the default email text or enter your own text. If you change the default text, you must use the [verificationURL] parameter exactly as listed. In the final email, this parameter is replaced with a hypertext link for the user to click to complete registration. When the user follows the link, the user record's authorized status is updated to enable login for the user account.
13. Click the Save my changes button to save the registration form.

When you assign a thumbnail to a blog post, if the blog element is set to show thumbnails and the blog display format is a list type, then the thumbnail for each post is displayed to the left of the post title. Any blog post that does not have thumbnail image assigned will have its normal left alignment.

To use thumbnail images on your blog posts, you must:

1. Add a thumbnail image to the post
2. Choose a list type display format for the blog element
3. Set the blog element to display thumbnail images

Add Thumbnail Image to a Blog Post

You add the thumbnail image to the blog post on the New/Edit Post page, Advanced tab. You can add a thumbnail image by dragging the image file from your computer and dropping it in the image upload area of the page or by clicking the Upload button and then browsing to the image. You can also choose an image uploaded previously by clicking the Select Existing button.

When you upload thumbnail images, they are stored in the images/Blog Thumbnails folder on your site. If it doesn't already exist, the folder will be automatically created the first time you upload a thumbnail image. 

Note: You can upload all of your thumbnails ahead of time to images/Blog Thumbnails via FTP Secure or through the image manager. Then to assign a thumbnail image to a blog post, you click Select Existing to see all of the thumbnail images you have uploaded.

Blog List Display

Thumbnail images will display for any blog post with a List type display option such as List, List with Summary, etc. The display option for the blog is specified in the Blog Settings Basic tab.

Show Thumbnail Images

Thumbnails are displayed only when the Show thumbnail images box is checked on the Blog Settings Basic tab. Clearing this box disables image thumbnails in the blog post list. To re-enable thumbnail images, check the box.

The Export User features enables you to export your user account information to a CSV file. This proves exceptionally useful for backing up your users. Columns in the file include the following:

• FirstName
• LastName
• FullName
• Email
• Password
• RequireUserToChangePassword
• Roles
• Company
• PhoneNumber
• MobilePhoneNumber
• FacebookUrl
• TwitterUrl
• HomeAddress.AddressLineOne
• HomeAddress.AddressLineTwo
• HomeAddress.City
• HomeAddress.Country
• HomeAddress.PostalCode
• HomeAddress.State
• WorkAddress.AddressLineOne
• WorkAddress.AddressLineTwo
• WorkAddress.City
• WorkAddress.Country
• WorkAddress.PostalCode
• WorkAddress.State

Follow these steps to export users:

1. Select Users on the Admin toolbar.
2. Click the gear icon in the upper right corner of the page and then click Export Users (csv) to export users to a CSV file.
   
   
   
   

This generates a CSV file and downloads it to your local machine. You can use this file as a backup of your users and also as a template for importing users.

• FirstName
• LastName
• FullName
• Email
• Password
• RequireUserToChangePassword
• Roles
• Company
• PhoneNumber
• MobilePhoneNumber
• FacebookUrl
• TwitterUrl
• HomeAddress.AddressLineOne
• HomeAddress.AddressLineTwo
• HomeAddress.City
• HomeAddress.Country
• HomeAddress.PostalCode
• HomeAddress.State
• WorkAddress.AddressLineOne
• WorkAddress.AddressLineTwo
• WorkAddress.City
• WorkAddress.Country
• WorkAddress.PostalCode
• WorkAddress.State

Note: When importing users, a good rule of thumb for passwords is to use the same password for all users and then set the RequireUserToChangePassword to TRUE. That way, when the user logs in with the password you provide, he or she will be required to change the password before accessing the site.

Use these steps to import users: 

1. Select Users from the Admin toolbar.
2. Click the gear icon in the upper right corner of the page and click Import Users (csv).
   
   
   
   
3. This displays the Import Users page.
   
   
   
   
4. Click the Browse button to browse to the CSV file.
   
   Note - If you need a template file, you can click the downloading a template link on this page to download a template. You can then add your users to that file and import that file.
5. Select the file and click the Open button.
6. Click the Upload button to upload the file and verify the correctness of the entries.
   
   
   
   The system displays the status of the records and also displays a message if you have invalid groups.
7. If the file you are importing contains existing user information, and you want to overwrite existing user data with the user data from the file, check the Overwrite box. The import checks the email address, and if the email address in the file matches the email address in the system, the system record is overwritten with the data from the file. If you leave the box unchecked and the file contains a record for an existing user, the import ignores the record in the file.
8. Click the Import users button to finish the import.
   
   

Roles are used to determine what content a registered user on the site can view and/or edit. There are several system roles that accommodate the majority of permission needs. You also have the ability to create custom roles.

You can assign multiple roles to a user to accommodate the level of access needed. For example, you might assign both the Administrators and Designers role to a user.

System roles include the following:

• Administrators - The Administrators role gives a user full access to view, edit, or delete any site content as well as managing site and store settings. Administrators also have the ability to create users, assign roles, and transfer files to and from the server via FTP Secure. The Administrators role does not allow assigned users to edit the website design.  
• Developers - The Developers role allows a user to edit the design of the website with regard to templates, modifications to templates, editing source files, and FTP Secure access.
• Store Managers - The Store Managers role allows a user to perform activities that are related to the store. This includes creating and managing product lists, managing orders, managing customer accounts. The Store Managers role also has the ability to manage store settings including payments, shipping, taxes, and discounts.
• System File Manager - The System File Manager role gives a user access to the File Manager in the text editor. With the File Manager, users can upload, rename, and/or delete files such as document and media files.
• System Image Manager - The System Image Manager role gives a user access to the Image Manager in the text editor. With the Image Manager, users can upload, rename, and/or delete image files.

1. Go to the page that contains the Blog element.
2. Select Manage Posts from the Blog element menu. This displays the manage posts page. 
   
   
   

• Click the Edit link next to a post title to edit the post.
• Click the Title to view the post.
• Select a number from the Show button to specify the number of post entries to show on a page.
• Click the Previous and Next button to page backward and forward through all of the posts in that blog.
• Enter criteria in the Search field to search for a particular post. Posts are searched by title and publish date.
• Click a column heading to sort the grid by that column. Click the heading once to sort in Ascending order or click the heading again to sort in Descending order.

1. Go to the page that contains your calendar element.
2. Select Manage Events from the Calendar Element menu.
   
   
   
3. This displays the Manage Events page for the calendar.
   

• Sort - Click a column heading to sort the Events grid by that column. Clicking the heading once sorts in ascending order. Clicking again sorts in descending order.
• Edit - To edit an event, click the Edit link in the first column.
• View - To view an event, click the event name.

A website copy application such as HTTrak  for Windows and Sitesucker  for Mac lets you save a file based version of your website to a folder on your PC or Mac. It's important to note that website copy programs rely on menu navigation and hypertext links to know the structure of your site, so if you have pages that do not appear on any menu or do not have a link that points to them, those pages will be omitted. Another important thing to remember is that any forms on the local copy of your site will display, but they will not function.

In addition to using the tools listed above, you can also use your site's export feature for certain records to export data to CSV files. These records include:

• Blog Posts 
• Products
• Form Entries
• Customers
• Orders
• Users

Select New Post from the Blog element menu.

• Summary – Clear the Disable auto summary box to write your own summary for the post, or leave the box checked to let the system generate the summary.
• Thumbnail – Add the thumbnail image for this post. You can drag an image from your computer and drop it in the display area, upload an image or select an existing image.. Thumbnails display only in blog elements that display in list format and that are set to display thumbnails. Read more about Blog Post Thumbnails here.
• Post Shortcut – The shortcut is used to give your blog post an easy to remember direct address. For example if you make your shortcut “New Product”, then anyone can type “www.yourwebsite.com/New-Product” to visit it. This is useful for adding keywords to URLs for search engine marketing, traditional marketing, and creating easy-to-remember landing pages.  Your shortcut can be edited later if need be.
• Author – This auto populates to the person's name creating the post, but you can enter a different name if necessary.
• Meta Description – Enter the meta description for this page. This description is often used as the summary on a search results page.
• HTML Head – Enter any code such as Javascript or CSS that you want to appear in the section of the page.
• Comments – Choose the option you prefer for comments. 
• Link – If this post should link to another URL, enter the URL. If you specify a link then any blog post content you enter on the Basic tab is not displayed on your site.
• Attachment – To attach a file such as an audio or video file, click the Choose File button and browse to the file.

Click the Save my changes button.

1. Navigate to the blog element where you would like to moderate blog comments.
2. Find the post that has been marked as spam.
   
   
   
   
3. Roll over the post to reveal the gear button beneath the word Spam.
   
   
   
   
4. Click the gear button and select Not Spam.
   
   

1. Navigate to the blog element where you would like to moderate blog comments.
2. Find the post that has not been marked as spam.
   
   
   
   
3. Roll over the post to reveal the gear button beneath the name.
   
   
   
   
4. Click the gear button and select Spam.
   
   

1. Navigate to the blog element where you would like to moderate blog comments.
2. Find the post you would like to delete.
   
   
   
   
3. Roll over the post to reveal the gear button.
   
   
   
   
4. Click the gear button and select Delete.
   
   

1. Go to the page where you want to include the video or music file.
2. Select Settings from the Text element menu.
   
   
   
   
3. Click the Document Manager button on the toolbar.
4. Drag the files you want to upload to the upload area, or click the add button on the Insert Media window to browse to the files.Click the Upload button.
   
   
   
   Files must be less than 50MB in size. Allowed extensions include the following:
   
   *.3gp, *.avi, *.csv, *.doc, *.docx, *.epub, *.f4v, *.flv, *.htc, *.htm, *.html, *.kml, *.m4a, *.m4v, *.mov, *.mp3, *.mp4, *.mpg, *.msg,*.ogg, *.ogv, *.pdf, *.pps, *.ppsx, *.ppt, *.pptx, *.ram, *.rtf, *.txt, *.vcf, *.vcs, *.wav, *.webm, *.wma, *.wmv, *.xls, *.xlsx, *.xml, *.zip
   
   Note: The maximum file size 
5. Files are automatically uploaded after you select them.

The form builder element can be used to accept payments from donations, sell products online, or any other general accepting of money online.  There are two different payment gateways you can use: PayPal and Authorize.Net.

Below is the information you will need to provide to these gateways to accept payments through the Form Builder element.

PayPal

Authorize.Net

1. Go to the page that contains the Blog element.
2. Select Settings from the Blog element toolbar.
   
   
3. In the Display section select Tag List from the dropdown menu.
   
   
4. Click Save my changes.
   
   
   
   

1. Go to the page with the Blog element
2. Select Settings from the Blog element toolbar.
   
   
3. In the Display section select Tag Cloud from the dropdown menu.
   
   
4. Click Save my changes.
   
   

If a form is set to email you a notification when a site visitor completes the form, you can configure the form so the visitor's email address is used as the Reply To address on the email. Follow these steps to set the Reply To email. 

1. Go to the Form Element you want to edit.
2. Select Edit Form from the Form element menu.
   
   
   
   
3. Click the Email Address field on the form.
   
   
   
   
4. On the Properties tab, check the box next to Use this address as the "reply-to" address for form notifications.
   
   
   
   
5. Click the Save Form button.

Click on Pages in the admin menu.

Move menu items around:

1. Click on the page you would like to move.
   
   
2. While still holding down on the mouse, move the page to the place you would like for it to be.
3. Click the Update button.
   
   

1. Click on the page you would like to edit.
   
   
2. Click the Edit Page button.
   
   
   
   
3. Make your edits.
4. Click the Update button.

1. Click on the page you would like to view.
   
   
2. Click the View Page button.
   
   

You may have a form that allows visitors to upload a file. Use this procedure to download a file that was uploaded from a form. 

1. Goto the page that contains the Form Element.
2. Select Manage Entries from the Form Element menu.
   
   
3. Locate the  record that contains the file you want to download.
4. Right-click the filename and select Save Target As... (Save Link As... in Firefox) from the shortcut menu.
   
   
   
   
5. Choose the location where you want to save the file and click the Save button.

1. Go to the page where you want to place the Logout button or link.
2. Add a graphical button or Logout text and highlight it.
3. Click the Hyperlink Manager button.
   
   
   
   
4. Enter /Utilities/logout.aspx in the URL field.
5. Click the OK button.
   
   
   
   
6. Click the Save my changes button.
   
   

Edit access example:

1. Create a new role.
2. Navigate to the Contact Us page as an example.
3. Click on the Page Settings gear icon button on the page settings toolbar.
   
   
   
4. Click on the Users and roles tab.
   
   
5. Scroll down to the heading that says "Who can edit this page?"
6. Click in the box to the left of the role to put a check in the box.
7. Click the Save my changes button.
   
   
8. The user associated with that role can now login to edit the page.

View access Example:

1. Create a new role.
2. Navigate to the Contact Us page as an example.
3. Click on the Page Settings gear icon button on the page settings toolbar.
   
   
   
4. Click on the Users and roles tab.
   
   
5. Scroll down to the heading that says "Who can view this page?"
6. Click the everyone in the world box so that it does not have a check in it.
7. Click in the box to the left of the role to put a check in the box.
8. Click the Save my changes button.
   
   
9. The user associated with that role can now login to edit the page.

1. Navigate to your blog where you have your podcast.
2. Select New Post from the Blog element menu.
   
   
3. Click the Advanced tab.
   
   
4. Check the name of your media file that you want to add to the podcast. 
5. Open a program such as Notepad and save the file, giving it the same name as your media file. This creates the a placeholder file.
   • Example- If my media file was labeled podcast1208.mp3, then I would save my notepad file as podcast1208.mp3.
6. Upload the placeholder file that you have created in the Attachment area.
   
   
7. Click the Save my changes button.
8. Click to view the blog post you created and roll your mouse over the attachment at the bottom.  While keeping the cursor over your attachment look at link to that attachment in the status bar at the bottom left of your browser.  Write down this location.
9. Login to your site via FTP.
10. Navigate to the file location of your attachment based upon the link you wrote down in step 9.
11. Click and drag your media file and overwrite the place holder file that is there.

The FTP allows files that are up to 250MB filesize. 

Sometimes you need to have a navigation page that is linked to from multiple places in your navigation.  The process below will help you to create only one page, but link to it in your navigation in multiple places.  A good example of this is a Contact Us page.  You might have multiple places you would like to have a contact form, but it might be more convenient to just link to one instead of having to create it multiple times.

How to:

1. Create a new page for your site.
2. While on the page you just created, click on the Page Settings gear icon on the page admin bar.
   
   
   
   
3. Click on the Advanced tab.
   
   
   
   
4. Scroll down to the section titled, "Should this page be a link?"
   
   
   
   
5. Type in the relative URL in the field below it. example- If your page's address is http://www.yourdomain.com/about-us, the URL that you would put in is /about-us.
6. Click the Save my changes button.
   
   

Example Use:

If you are wanting to have users of your site sign up for a paid event and collect the money for it you will need to use the form element and add the paid registration to it.  This can also be used as a mini store if you would like.

How to:

1. Login to your website.

2. Add a form element to your page if you don't already have one added, then click on the "Edit Form" button. This will launch the form editor.

3. Click the "Form Settings" tab at the top.  The form settings are broken into three sections including basic settings, advanced settings, and payment settings.

4. Click on "Basic Settings." Here you can edit the form name and description. Also on basic settings, you can add email addresses for entry notification if you wish and/or password protect your form.

5. Click on "Advanced Settings." This controls for the way the user gets confirmation of their submitted donation. You can choose "send an email" which will add a required email field to your form. You can click "edit" to set up the contents of the email you want to send to everyone who fills out your donation form. You can also edit the display message which will show up on the page after the form and the donation have been completed.

6. Click on "Payment Settings." If you want to accept donations on your form, check the "enable payments" box. This will open up a few more fields that you'll need to complete (see image below). We'll discuss configuring these settings in the next step.

7. Now that you've enabled payments, you need to configure the payment settings (see above image).

• Base price: Since we're setting up a donation form, you will not need to fill in this information unless you have a set donation amount. If you do have a set donation amount, set your price in the base price field and everyone who completes the form will be charged that amount.
• Payment processor: You can choose from PayPal, Google Checkout, or Authorize.net. When you select the correct processor, the fields below will request the information needed for the form to work with your merchant account. You won't be able to save your form until you enter valid merchant account information. Therefore, you will have to have an account already setup with one of these processors before you can use form payments.

8. Build out your form to collect the information you need. To add fields, click the "Add Fields" tab at the top and choose the fields you want and edit the text on and around the fields.

9. Finally, you can add a "price" field which will allow them to enter any donation amount.  In the example below we labeled it as a scholarship fund.

 11. Your donation form is now complete. Once it's saved to a live page on your website, your visitors can begin donating. When they submit the form, they will be taken to a checkout process through the payment processor you specified to complete the transaction.

The blog details page is a system created page based on your selected default template. However, you can have your blog details show on a page you specify. The post will be shown on the main content area.

1. Go to the blog post for which you want to set up the detail page.
2. Select Settings on the Blog Element menu.
   
   
3. Select the Advanced tab.
   
   
4. Scroll down to the Detail Page section.
   
   
5. Click the Detail Page dropdown list and then click the page where your blog details should display.
6. Click the Save my changes button.

How to:

1. Add a Text Element to the area of the page that will contain the picture and description of the item.
2. Use the text editor to upload an image of the item and add it to your text element. Put a description of the item next to the image.
   
   
3. Add the Form Builder Element below the Text Element that contains the product image and description.
4. Select Edit Form from the Form Element menu.
5. Click the Form Settings tab.
6. In the Form Name field, enter the name for the form.
7. In the Description field, enter a brief description for the form.
8. To receive email notification when a visitor submits the form, check the Email Notification box. and enter the email address in the field
   
   
9. Click the Payment Settings button and click Enable Payments.
10. Choose the Payment processor from the dropdown list.
11. Enter your email address in the Email Address field.
12. Choose the currency type from the Currency dropdown list.
    
    
    • Note: Leave the base price at 0 because you will allow visitors to purchase multiple size shirts from and the price for each is set separately.
    • Note: You can use PayPal or Authorize.net as the payment gateway.
13. Click the Add Fields tab.
    
    
14. Click each field to add it to the form. When you click a field, you will see it added to the form. Some of the most commonly used fields are:
    • Name
    • Address
    • Phone
    • Email Address
    • Check Boxes
      
      
15. Click the Check Boxes field on the form to select it select it.
    
    
16. On the Properties tab, enter the description for your product information in the Field Title field.
    
    
17. Click the Choices tab and enter the name and price for each product.
    
    
18. Click the Save Form button.
    
    
19. You now have a small shopping cart for selling your product.
    
    

The Archive Display option in the blog element settings creates a list of the months or years for the posts, and the number of posts and comments made during that month.  Clicking the month or year displays the posts.

Example Use:

This is a good display option to choose if you want to show all of the posts that you have made over time.  Using this option lets you keep your posts all in one location so they are easily accessed by a visitor.

How to:

1. Go to the page with the Blog element.
2. Select Settings from the Blog element toolbar.
   
   
   
   
3. In the Display section: 
   • Choose Archive By Year, from the dropdown menu, to show the blog posts organized by year.
     
     
   • Choose Archive By Month, from the dropdown menu, to show the blog posts organized by Month.
     
     
     
     
4. Click Save my changes.
   
   

Example Use:

If you want to let users of your site register for a paid event and collect the registration fee, you can use the form element and add the paid registration to it. You can also use this method as a small shopping cart. The form builder accepts only PayPal and Authorize.net.

To create a paid registration form:

1. Go to the page where you want to create the registration form.
2. Add the Form Element to the page. 
3. Select Edit Form from the Form element menu.
   
   
4. Select the Form Settings tab.  The form settings are organized into three sections including Basic Settings, Advanced Settings, and Payment Settings.
5. Select the Basic Settings tab. Here you can edit the form name and description. Also on basic settings, you can add the email addresses for entry notification if you wish and/or password protect your form.
6. Select the Advanced Settings tab. This controls the way the user gets confirmation of their submitted donation. You can choose "send an email" which will add a required email field to your form. You can click "edit" to set up the contents of the email you want to send to everyone who fills out your donation form. You can also edit the display message which will show up on the page after the form and the donation have been completed.
   
   
7. Click Payment Settings. If you want to accept donations on your form, check the Enable Payments box. This will display a few more fields you will need to complete. 
   
   
   
   
8. Now that you've enabled payments, you need to configure the payment settings.

• Base price: When you are setting up a donation form, you will not need to fill in this information unless you have a set donation amount. If you do have a set donation amount, set your price in the base price field and everyone who completes the form will be charged that amount.
• Payment processor: You can choose from PayPal or Authorize.net. When you select the correct processor, the fields below will request the information needed for the form to work with your merchant account. You won't be able to save your form until you enter valid merchant account information. Therefore, you will have to have an account already setup with one of these processors before you can use form payments.

Build out your form to collect the information you need. To add fields, click the "Add Fields" tab at the top and choose the fields you want and edit the text on and around the fields.

Check Display this title if you want the title to display on the evite form.

In the Subject field. Enter a subject for the evite. The text you enter in this field is used in the subject line of the email. Consider starting the subject with a verb to request an action from the recipient. For example, Join us for a Meet and Greet or Tell your friends.

Enter the details of the evite in the text field. The information you enter here is used as the body of the email. You can include images, links, files etc. 

Remember that creating content for emails can be a bit tricky since different email programs can display things differently. See the Tips for creating good email content below. 

Once you've completed the settings, your page displays the Evite form. Your site visitors fill out this form to send the evite to their friends. You can preview the content that will be sent by clicking the Preview Evite button at the bottom of the screen. This shows you how the evite will look, including content that is merged from the form such as the sender's name and personal message.

Send the Evite to yourself 

In addition to previewing the evite, it is a good idea to send a test evite to yourself so you can see how it looks in an email client. To send the evite to yourself, fill out the evite form and enter your email address in the Recipient email address(es) box. Keep in mind that every email client renders content differently, so making things appear consistent across all email clients is not always possible. Keeping your content simple is the best way to ensure that the evite look good to everyone.

Tips for creating content for email

• Images should be less than 600px wide to fit inside the viewing space of the email software. 600px is only a guideline. Some people may view their email in windows smaller than 600px.
• Use the "alt" attribute on images to provide text that can be read if the images are blocked or slow to load. To set the alt attribute, right click an image in the editor and select properties. Enter the alternate text in the Alt Text field. 
• Use simple fonts and formats. The best option is to use plain text and let the email client format it. Adding specialized styling is possible, but each email client may handle it differently.
• If you need to create a look with consistency, create a page on your website with the full content and use the evite to send a simple message with a link to the page on your site. This is a useful technique for event evites, which can link back to the detail page of the event on your website calendar.

Example Use:

If you are wanting to have users of your site sign up for a paid event and collect the money for it you will need to use the form element and add the paid registration to it.  This can also be used as a mini store if you would like.

How to Video:

How to:

1. Login to your website.

2. Add a form element to your page if you don't already have one added, then click on the "Edit Form" button. This will launch the form editor.

3. Click the "Form Settings" tab at the top. Notice that the form settings are now broken into three sections including basic settings, advanced settings, and payment settings.

4. Click on "Basic Settings." Here you can edit the form name and description. Also on basic settings, you can add email addresses for entry notification if you wish and/or password protect your form.

5. Click on "Advanced Settings." This  controls for the way the user gets confirmation of their submitted form. You can choose to choose "send an email" which will add a required email field to my form. You can click "edit" to set up the contents of the email you want to send to everyone who fills out your registration form. You can also edit the display message which will show up on the page after the form and the payment have been completed.

6. Click on "Payment Settings." If you want to accept payments on your form, check the "enable payments" box. This will open up a few more fields that you'll need to complete (see image below). We'll discuss configuring these settings in the next step.

7. Now that you've enabled payments, you need to configure the payment settings (see above image).

• Base price: Since we're setting up a registration form, you will want everyone filling out the form to pay a set price for registration. Set your price in the base price field and everyone who completes the form will be charged at least that price.
• Payment processor: You can choose from PayPal, Google Checkout, or Authorize.net. When you select the correct processor, the fields below will request the information needed for the form to work with your merchant account. You won't be able to save your form until you enter valid merchant account information. Therefore, you will have to have an account already setup with one of these processors before you can use form payments.

8. Build out your form to collect the information you need. Just click the "Add Fields" button at the top and choose the fields you want and edit the text on and around the fields.

9. If applicable, make some "choices" to offer for your registration form. The costs for these items needs to be added to the base cost of the registration if the user selects them. To do this, you can add a set of check boxes and assign pricing to each check box item (see image).

10. Finally, you can add a "price" field which will allow them to enter any amount they choose to be added to their total.

 11. Your registration form is now complete. Once it's saved to a live page on your website, your visitors can begin registering. When they submit the form, they will be taken to a checkout process through the payment processor you specified to complete the transaction.

You now have more options for managing events on your website. You can use the built-in calendar element tools to create events, or you can choose to use an external calendar software (like Google Calendar, .Mac, Zvents, 30 boxes ... etc.) to manage your events and then have your calendar display those events on your website. You can also subscribe to any public iCalendars and bring those events onto your website instantly.

Example Use:

If you would like more advanced recurring events on your website, then this is a good option. Many people might be using Google calendars or other iCal based calendars already, so this makes the transition very easy and convenient.

How to:

1. Go the the page where your calendar is located.
2. Select Settings from the Calendar element menu.
   
   
3. Select the Advanced tab.
   
   
4. In the Subscription section, enter your external iCal URL (your external software like Google Calendar will provide you with the iCal URL)
   
   
5. Click the Save my changes button.
   
   
   
   • Note: Once you've subscribed, you can override the title and description of the events by editing them within your calendar. Just edit an event like normal and you can add web-only content to an event for display purposes. The event still stays connected to your iCal source. Keep in mind that if you ever unsubscribe from the iCal source, all events related to their iCal source, even content added through your website, will be deleted.

The List Display option in the Blog element settings creates a blog post listing that shows the Post Title you entered when you created your post.

Example Use:

This is a good display option to use if you list a few blog posts on your home page, and you don't have enough space for a summary or the full body of your post.  Using this in addition to limiting the number of posts on the home page prevents the blog posts from taking up too much space on the home page. Setting the order for the list lets you display the posts in alphabetical, chronological, or reverse chronological order.

How to:

1. Go to the page that contains the Blog element.
2. Select Settings from the Blog element toolbar.
   
   
3. In the Display section, choose List from the dropdown menu.
   
   
4. In the Order section, choose the option for ordering the posts in this list.
   
5. Click Save my changes.
   
   

The blog List With Body display option creates a blog listing that displays the post title, a summary that you manually entered when you created the post, and the body of post.

Example Use:

This is a good display option if you have more space on your home page or if you want to show the entire blog post.  This option lets your readers see everything up front so they can read the post without clicking elsewhere to view the entire post.  To comment on the story they will need to click on the story title to go to the blog detail.

How to:

1. Go to the page that contains your Blog element.
2. Select Settings from the Blog element toolbar.
   
   
3. In the Display section choose List With Body from the dropdown menu.
   
   
4. In the Order section, select the order for displaying the posts.
   
5. Click Save my changes.
   
   

Example Use:

This is a good display choice if you have available space on your home page or if you want to give the user a snippet of information about what is in the blog post.  The summary serves as a "teaser," enticing site visitors to read your blog post because it provides more information about the post's content. The summary is also useful if the blog post title doesn't do justice to the content. Setting the order for the lists lets you specify how the list is displayed. For example if you have a series of posts where chronology isn't important, you may want to order the posts alphabetically by title.

Create a blog post with summary element

1. Go to the page that contains your blog element.
2. Mouse over the blog element toolbar and click Settings.
   
   
   
   
3. In the Display section, select List With Summary from the dropdown menu.
   
   
4. If you want the summary to display a Read More... link, check the Display a "Read More" link after the summary box.
5. If you want to customize the Read More... link, change the text in the field to the text you want to use.
6. In the Order section, select the order for the list.
   
   
7. If you want to use the automatic summary of your blog post, click Save my changes, or if you want to manually add a blog summary, go to the next section.
   
   

 Create a blog post summary

1. While adding or editing a blog post, click the Advanced tab.
   
   
2. In the Summary section, check Disable Auto Summary.
3. In the text field, enter the summary of your blog post.
   
   
4. Click Save my changes.
   
   

Login to your website.

From the blog element dropdown menu, select "Settings"

Under the "How do you want your blog to look?" heading choose the List With Summary skin from the dropdown menu.

Now that the List With Summary skin has been selected, you will need to add a summary to your blog post.

1. While adding or editing a blog post, click on the ADVANCED tab.
   
2. Under the heading Summary, type in the summary of your blog post.
   
3. Click the Update button.
   

Saving your rough drafts of what you are typing in your text editor will help you not lose your work if the power goes out or your computer crashes.  Another good use is if you have something that you need to post, but you want to work on it over a few days, you can click to save a draft and then come back to it later to work on it, and then save it.

1. Go to the page you would like to type content on.
2. Click on Settings in the text element dropdown menu.
3. Click in the text editor box and and press the enter button on your keyboard.
4. Type out your content.  If you are not ready to publish the content, press the Save Draft button in the bottom left.
   
   
5. You will now see a dropdown menu in the bottom right of the text editor that has a list of all of the saved and autosaved drafts.
   
   
6. You can continue to type and the system will automatically save your work for you every 5 minutes.
7. When you are ready to make the content live that you just typed, press the Save my changes button in the bottom left of your page.
   
   

Note: Even if you do not click on the Save Draft button your content will be saved every 5 minutes

Add a calendar element to your page.

• Note: The default view is the list view.

Select Add Event on the Calendar Element menu. Repeat this step for each event you want to add to the calendar.

Add the Calendar Element to your page.

Select Settings on the Calendar Element menu.

Select Style from the dropdown list to specify the Calendar view.

Scroll down to the Other Calendars section and check the box next to the calendar whose events you want to list on this calendar.

Click the Save my changes button.

You can use one of two methods for password protecting a page on your website pages. The first type of password protection utilizes User and Role permissions to allow or restrict access to the page. That method of password protection is discussed here. The second method of page password protection does not require users and roles, and you can learn more about that method here.

1. Create all the roles that you would like for your site.
2. Create all the users that you would like for your site.  You can always add more later.
3. After the users are created you will need to give a role to them.
4. You will then need to go to each of the pages you want to restrict access to, and click the Page Settings button.
   
   
   
   
5. Then click on the Users and Roles tab.  Under "Who can view this page?" click on the roles that you want to be able to view the page.
   
   
   
   
6. Click the Save my changes button.
   
   

If you are not receiving an email response from the form builder you might have one or both of the issues listed below.

1. Make sure that you have the form set up properly to send to the correct address.
2. Check to see if the email message is being routed to your spam folder.  If this is the case, you will need to talk to your IT person or your internet service provider and have them approve email from the following email address:
   
   

   forms@formbldr.com

There might be times when you might have a blog post that you do not want any comments to be made on it.  Even though comments are allowed at the blog element level, you can turn off comments on each individual blog post.

How to:

1. Go to the page you have your blog post on and click on the pencil and paper icon next to the blog post title.
2. Click on the Advanced tab.
   
   
3. In the Comments section, put a check in the box next to "Lock the comments on this post so nobody can comment on it from now on."
   
   
4. Click the Save my changes button.
   
   

1. Select Settingsfrom the Textelement menu.
   
   
2. Click one of the following file managers:
   • Image manager
   • Document manager
   • Video manager
3. Browse to the file for which you need the address.
4. Point to the file and the path and file name are displayed in a tooltip.

By default, your pages have friendly URL's or shortcuts already set based upon your page name.  There are times though, where you might want to change the shortcuts to something different.

1. Go to the page were you would like to edit the page shortcut.
2. Click on the Page Settings gear icon on the page settings toolbar.
   
   
   
   
3. Type in your shortcut in the editable field next to Shortcut.
   
   
   
   
4. Click the Save my changes button at the bottom of the page.
   
   

Sharing elements is a time saving and efficient method of managing your site. When you share an element you create the content and then mark it as shareable. When you mark it as shareable, you can then use that same content on any other page on your site. Any changes that you make to the content also update every place you have shared that element.  This is a popular technique for address information. You can create a text element that contains your address information. Then, every other place on your site that needs your address information, you simply insert a new element that is the shared address element. If your address changes, then you update it in one location and all of the shared locations are updated as well.

Share an Element

1. Go to the element you want to share.
2. Click Settings on the Element menu.
3. Click the Advanced tab.
   
   
   
   
4. Check the Is Shareable box.
5. Click Save my changes.
6. Exit the Element's settings. 
7. Go to the location where you want to add a shared element.
8. Click the Add button.
   
   
   
   
9. On the Add Element Modal, select the element you want to share from the Share An Element dropdown list at the bottom of the modal.
   
   
   
   Note: Elements only appear on this list once their Is Shareable box is checked on the element's advanced settings. If you change any information on any of the shared elements, the change will be reflected on all of the shared elements. If you have an element that you no longer want to be shared, you must delete the element and add it back as a new element.
   

This occurs when an administrator checks the "everyone in the world" box under Who can edit this page. 

This will allow all visitors to the site to edit that page.  Although this might be useful for some, others might do it in error and is not recommended.

Simply uncheck the box next to "everyone in the world" and click the Save my changes button.

Click Users in the Admin toolbar.

Click the trashcan icon in the right column for the custom role you want to delete. You cannot delete system roles.

When you are asked if you want to delete the role, click the OK button.

Note: Deleting a user role will affect access for the user accounts with that role.